Deutsche Bank Changes Tune On Raytheon Parent RTX, Sees Aerospace Edge Fuel Long-Term Growth Potential
Deutsche Bank Changes Tune On Raytheon Parent RTX, Sees Aerospace Edge Fuel Long-Term Growth Potential
Deuschle writes that the overall narrative for RTX is compelling, as long as operational improvements persist.Deutsche Bank analyst Scott Deuschle upgrades RTX Corporation (NYSE:RTX) from Sell to Hold, raising the price forecast from $109 to $129.
德意志銀行分析師Scott Deuschle 將RTX公司（紐交所：RTX）的評級從賣出調升至持有，將價格預測從109美元提高至129美元。
According to the analyst, RTX's aerospace exposure is expected to enable it to outpace other defense companies, leveraging operational efficiencies to drive long-term growth and compound earnings.
根據分析師的觀點，RTX的航空航天業務有望使其超越其他軍工公司，藉助運營效率推動長期增長和複合收益。
The analyst sees potential for further stock upside with RTX currently valued similarly to pure defense companies for 2026 but boasting a more promising long-term growth outlook due to its aerospace exposure.
分析師認爲RTX股票有進一步上漲的潛力，目前估值與2026年純軍工公司相似，但由於其航空航天業務，具有更具前景的長期增長前景。
Deuschle writes that the overall narrative for RTX is compelling, as long as operational improvements persist.
Deuschle指出，只要運營改進持續下去，RTX的整體故事將更具吸引力。
The analyst forecasts third-quarter earnings per share of $1.36, exceeding the Street's expectation of $1.32 by $0.04.
分析師預測第三季度每股收益爲1.36美元，超過華爾街預期的1.32美元，超額0.04美元。
Also Read: RTX's Raytheon Secures DARPA Contract To Develop Ultra-Wide Bandgap Semiconductors: Details
另請參閱：RTX的雷神公司獲得DARPA合同，開發超寬禁帶半導體：詳情
Deuschle projects sequential revenue growth at Pratt & Whitney and Collins, driven by increased aftermarket activity at Pratt & Whitney from higher V2500 and GTF shop visits, while Collins is likely to benefit from sequential original equipment growth on Airbus and business jet platforms, along with sustained aftermarket strength and potential upside from increased modification revenue.
Deuschle預計普拉特惠特尼和柯林斯的季度營業收入將呈現遞增趨勢，主要受到普拉特惠特尼由於V2500和GTF航發檢修次數增加而帶來的售後市場活動增加驅動，而柯林斯可能受益於空客和商務噴氣機平台原始配件的遞增增長，以及持續的售後市場強勁和增加的改裝業務帶來的潛在增長。
The analyst projects Raytheon's revenue will decline quarter-over-quarter but sees upside potential due to strong demand, favorable DoD spending trends, and gradually improving conditions in the defense supply chain.
分析師預計雷神公司的營業收入將同比下降，但由於強勁需求、有利的國防支出趨勢以及國防供應鏈逐漸改善的條件，他看到上行潛力。
EPS estimates for 2024-2026 have been revised to $5.48, $6.06, and $6.88, respectively, from $5.48, $6.17, and $6.93.
2024年至2026年的每股收益預估分別從$5.48、$6.17和$6.93調整爲$5.48、$6.06和$6.88。
This decrease is mainly due to lower original equipment rate assumptions for both Boeing and Airbus, partially offset by a better product mix and higher margins.
這一減少主要是由於波音和空中客車的原始設備率假設較低，部分抵消了更好的產品組合和更高的利潤率。
Meanwhile, operational risk keeps them at a Hold rather than a Buy.
但是，運營風險使它們處於持有狀態，而非買入狀態。
Price Action: RTX shares are trading lower by 0.52% to $123.40 on Thursday.
價格走勢：星展科技股份在週四以123.40美元的價格下跌了0.52%。
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譯文內容由第三人軟體翻譯。
